Sage HRMS
How to Edit W-2 through Aatrix
From the Navigation Pane select Reports, Government Reports, and W-2s on Paper
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Enter the requested information and select Print
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If prompted, update your forms
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Choose if you would like to test drive or start processing your W-2s
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Verify your company's FEIN is correct
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Verify your Company Information and select Next
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Select Tax Preparer Type and then click Next
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Correct any items that are listed as improperly formatted and then select Next
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Select the appropriate radio buttons for Data Verification and then click Next
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Make correct selections for your company's W-3 information and then select Next
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Select whether you are using multiple payroll data files for the same Federal EIN and then click Next
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View and Verify your W-2 information
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To add amounts for Box 12 Code DD you must first add the column. To do so right click a column and then select Insert
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Type in a column name and default value of 0.00 and then select OK
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Click the drop down above the newly created column and select Box 12, then select Code DD to tell Aatrix where to enter these amounts on the W-2 and then read and OK the alert
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Enter the amounts you have calculated or that your insurance benefit company has supplied. You can down arrow from employee to employee.
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When you have entered all of the amounts and verified they are correct select Next Step
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Aatrix will walk you through the remaining steps to submit your W-2s.
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